Difference between revisions of "Working with Tasks"
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=====Creating Tasks===== | =====Creating Tasks===== | ||
When viewing a Case record or some other record), click '''Add Task''' to begin a collaboration: | When viewing a Case record or some other record), click '''Add Task''' to begin a collaboration: | ||
:[[File:CaseNewTask.png]] | |||
A dialog pops up that lets you create a single step or multi-step task: | |||
:[[File:TaskSingleStep.png]] | :[[File:TaskSingleStep.png]] | ||
For a single step task, you specify what needs to be done, who needs to do it, and when you need it. | For a single step task, you specify what needs to be done, who needs to do it, and when you need it: | ||
:[[File:CaseAddTask.png]] | |||
A [[Multi Step Task]] lets you define a sequence of steps, where a each step begins only when the previous step has been done. (Each step becomes a task for the designated user. When the task is completed, a new task is generated for the next step in the procedure.) | A [[Multi Step Task]] lets you define a sequence of steps, where a each step begins only when the previous step has been done. (Each step becomes a task for the designated user. When the task is completed, a new task is generated for the next step in the procedure.) | ||
Revision as of 21:34, 18 June 2013
The completion of Tasks is the way a Case moves forward to closure.
Creating Tasks
When viewing a Case record or some other record), click Add Task to begin a collaboration:
A dialog pops up that lets you create a single step or multi-step task:
For a single step task, you specify what needs to be done, who needs to do it, and when you need it:
A Multi Step Task lets you define a sequence of steps, where a each step begins only when the previous step has been done. (Each step becomes a task for the designated user. When the task is completed, a new task is generated for the next step in the procedure.)
For an approval step, you specify the point to go to when the request is rejected.
When approval is granted, the next step in the sequence is carried out.
Completing Tasks
You can see multiple tasks at once in the Tasks tab. You can choose to see all of the tasks you are responsible for, all open tasks regardless of owner, or one of several other views.
You also get a case-specific list when a Case is displayed. There, the My Tasks area of the sidebar shows tasks related to the case that you are responsible for. Click [Complete] to mark a task as done.
